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2021 LIC Preneed Forum

Succeeding in Preneed

11/9/2021 EST - 11/10/2021 EST



It's not too late to sign up!
(Registrations received after November 3 will miss the Attendee Goodie Box shipment, but will still get the Advance Attendee list via email.)


Join us for the life insurance industry’s only conference dedicated to the challenges associated with marketing, administering, and managing preneed insurance! The meeting is being planned as an interactive videoconference over two days.

This conference is intended to address a wide range of preneed issues including actuarial, legal, marketing, branding, and customer service. Don’t miss this opportunity to virtually network with other preneed professionals while catching up with the latest trends and challenges driving the preneed industry.

Here is what past attendees said of the LIC Preneed Forum:

  • I like the fact that the attendance is generally limited to C level employees. This adds a unique dimension and candor that normally can't be found at other gatherings. For this reason I always recommend it highly.
  • It is a good opportunity to collaborate with others in the business about the business. If you are in preneed or a business that is dependent on or the industry is dependent on, then you should attend. I represent one of the insurance companies and it was good to have my competitors participating.
  • If you’re interested in learning more about preneed and the challenges facing preneed carriers, this is a great meeting.
  • It is well worth the time and expense.

The itinerary includes meeting sessions on both November 9 and November 10, 2021: 10am-12pm ET, a 1 hour break, and 1-3pm ET. 

LIC Webex Guidelines & Tips


See Who's Coming!

All senior management executives involved in or interested in preneed should attend this one-of-a-kind networking and educational meeting. Here's the registration list so far for this year's virtual LIC Preneed Forum: 

American Benefit Life - Bobby Pierce, Senior Vice President, Pre-Need
American Enterprise Group - Brian Lindquist, Assistant General Counsel
American Enterprise Group - Dave Munk, VP Product Solutions
American Enterprise Group - Ed Croushore, AVP Product Solutions
American Enterprise Group - Kenn Peterson, VP, Sales - Preneed
American Enterprise Group - Kim Barney, VP, Chief Administrative Officer
American Enterprise Group - Megan Knapp Smith, Compliance Lead
American Fraternal Alliance - Allison Koppel, Chief Executive Officer
Benekiva - Brent Williams, Founder & CEO
Benekiva - Ryan Dooley, Director of Operations
Cincinnati Equitable Life - Tom Schrote, Chief Operating Officer
CUNA Mutual Group - Dan Bukenholts, Director, Strategy & Innovation
CUNA Mutual Group - Jessica Sever, Director, Business and Regulatory Compliance
CUNA Mutual Group - Travis Harrelson, Business Development Manager
Cyrus Life Insurance Company - Jeff Smith, CEO
Cyrus Life Insurance Company - Mike Lewis, President, Cyrus Works
ELCO Mutual Life & Annuity - Jim Palm, National Sales Director of Preneed
ELCO Mutual Life & Annuity - Julie Palm, National Sales Director of Preneed
Global Atlantic Financial Group - Karen Hayes, Senior Life Product Development Analyst
GoodTrust - Daniel Sieberg, Co-Founder, Chief Content Officer
Great Western - Jared Dance, Marketing Communication Manager
Guaranteed Funeral Deposits of Canada - Heather Kiteley, President & CEO
Homesteaders Life Company - Steve Shaffer, CEO
Homesteaders Life Company - Tom Doruska, Senior VP - Chief Actuary
illustrate, inc - Eric Swanson, VP of Sales
iPipeline - Chris Haffey, Product Sales Specialist
iPipeline - Naish Berran, Product Sales Specialist
LIC - Audrey Wittenburg, Associate Director
LIC - Jeff Shaw, Executive Director
LIMRA - Lauren McCallum, Member Relations Director - Niche Markets & Specialty Accounts
Loyal Christian Benefit Association - Matt Barr, VP- Sales & Marketing
Management Research Services - Tim Dineen, Chief Executive Officer
Management Research Services - Brenda Larson, Director of Life Strategy & Innovation
National Guardian Life Insurance - Andrea Rouleau, AVP & Pricing Actuary
National Guardian Life Insurance - Carrie Schable, Senior Manager
National Guardian Life Insurance - Joanna Trygstad, Vice President, Service Operations
National Guardian Life Insurance - John Baker, Vice President, Strategic Partner Development
National Guardian Life Insurance - Judy Olson, Regional Vice President
National Slovak Society/NSS Life - Greg Felton, National Sales Director
Parkway Advisors - Kyle Timmermann, Director of Consulting
Parkway Advisors - Theron Holladay, President
Pekin Life Ins. Co. - Bert Wasson, Assistant Vice President of Preneed Sales
Physicians Mutual - Leigh Klemencic, Marketing Manager
Powerlytics - Janet Anderson, Head of Insurance
Preplanning Solutions, CMFG - Kristina McCollam, Director, Legacy and Growth Operations
QLAdmin Solutions - Kat Correa, Chief Marketing Officer
Security National Life Insurance - Guy Winstead, Vice President of Sales
Security National Life Insurance - Jason Overbaugh, VP
Security National Life Insurance - Marty Rich, Director of Sales Operations
Texas Service Life Insurance Company - George Wise, Chief Actuary
Texas Service Life Insurance Company - Vince Arena, CMO
thinktum Inc - Jenn McLean, AVP Operations
Trilogy Actuarial Solutions - Amy Phillips, Partner
Trilogy Actuarial Solutions - Douglas Brown, Founding Partner
Trilogy Actuarial Solutions - Joshua Gerdes, Founding Partner
United Benefits - Eduardo Salido, Marketing Manager
US Alliance Life and Security Company - Phil Johnson, Senior Director of Company Development/Funeral Homes
US Alliance/Dakota Capital Life - Katherine Pendergast, Director of Company Development



Registration Fees have been lowered by about 75% from the regular fees in view of the virtual format. With the reduced registration and no travel expenses, this is the best year to take advantage of this educational and networking opportunity!


Individual Registration - It's not too late to sign up! CLICK HERE
(Registrations received after November 3 will miss the Attendee Goodie Box shipment, but will still get the Advance Attendee list via email.)

  • LIC Members - $300
  • LOMA/LIMRA Members - $400
  • Nonmembers - $450

Group Discount for Insurance Companies: The first two attendees from an insurance company should register at the Individual Registration rate above. Additional people from the same company can attend for just $25 by using the discount code GRP25. Questions? Contact

$100 Discount for AFA Members: The American Fraternal Alliance proudly offers its fraternal leaders $100 off registration to this event (must be a current member of the Alliance). CLICK HERE to request the discount code from the AFA.


Option 1 - Non-Sponsor Registration: Vendors and service providers can attend the LIC Preneed Forum at the same individual rate as insurance companies, but the group discount is not available. Register by November 4 to be included in the Advance Attendee List. CLICK HERE

Option 2 - Sponsorship: Sponsorship includes one registration, and discounted registration fee of $100 for any additional participants. CLICK HERE for the Sponsorship Form & Information. Sponsorship is $500 for LIC Member companies and $750 for Nonmembers.

Become a Sponsor or Exhibitor

There’s no event in the industry more targeted to preneed carriers, and there’s no better way to demonstrate your support of the meeting and this market than to become a sponsor. Your sponsorship will provide maximum visibility and marketing exposure at the meeting and includes one registration. Pricing has been adjusted to reflect the virtual format. Reserve your sponsorship today!